UMC PRESCHOOL BURLINGAME (EIN 843654976) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

JENNY STREZO

Phone

6503476432

Tax Period

2024-08-01 to 2025-07-31

UMC PRESCHOOL BURLINGAME, founded in 2019, is a small nonprofit in the Education sector that reported $488K in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum.

Mission

THE ORGANIZATION IS A PRESCHOOL THAT OFFERS A UNIQUE PROGRAM FOR CHILDREN 18 MONTHS TO 5 YEARS OF AGE, BY PROVIDING A WARM, SUPPORTIVE ATMOSPHERE, AND BY OFFERING STIMULATING AND VARIED ACTIVITIES DESIGNED TO HELP EACH CHILD GROW PHYSICALLY, EMOTIONALLY, INTELLECTUALLY, AND SOCIALLY

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $550

Program Service Revenue $464,443

Investment Income $7,527

Other Revenue $15,317

TOTAL REVENUE $487,837

Expense Breakdown

Grants Paid $0

Salaries & Benefits $368,478

Fundraising Expenses $0

Program Expenses $496,689

Other Expenses $128,211

TOTAL EXPENSES $496,689

Year-over-Year Comparison

	2024	2023	Change
Revenue	$487,837	$356,570	+0.4%
Expenses	$496,689	$464,694	+0.1%
Net Income	$-8,852	$-108,124	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$6,148

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERESA CAMPBELL	PROGRAM DIRECTOR	40.00		$118,464	$0	$118,464
JENNY STREZO	President	20.00	Officer	$6,148	$0	$6,148
CASSANDRA GARCIA	ADMISSIONS	10.00	Director	$0	$0	$0
GRANT GILLIAM	AT LARGE	10.00	Director	$0	$0	$0
RYAN COLE	Treasurer	10.00	Officer	$0	$0	$0
MARIAN WER	Secretary	10.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$487,837	$496,689	$274,259	$-8,852
2024	$356,570	$464,694	$283,331	$-108,124
2023	$373,417	$309,402	$384,928	$64,015
2022	$274,748	$245,020	$319,256	$29,728
2020	$250,224	$342,963	$293,933	$-92,739

UMC PRESCHOOL BURLINGAME